Steve Cook, Independent Financial Adviser
Lonsdale, St Albans
Steve works mainly in the corporate market advising clients on employee benefits such as Group Personal Pension Schemes, Group Life, Income Protection and Private Medical Schemes. Steve also advises on all other aspects of financial advice, ranging from Life Assurance to Investments for private clients.
Steve started working in Financial Services at Pearl Assurance in 1993, before moving to College Green Associates, part of Scottish Equitable. Steve moved to Lonsdale Services in 2009 from G H Macdonald Pensions and Financial Services when their clients were purchased by Lonsdale Services Limited.
In 2015 Steve passed the Chartered Institute of Insurance (R08) Pensions Update examination, so he is qualified to give pension advice. Steve works with individual pension clients and offers employee benefit pension solutions to companies (link to employer consultation). Steve can set up your company workplace pension and review and advise on your employee benefit solution.
Outside of work Steve is interested in sport. He enjoys playing golf and watching football, and is a lifelong Leicester City fan. He is married to Claire and they have two grown up children.
In 2017 Lonsdale Services won the Retirement Planner Award (RPA) Outstanding Customer Care award and the RPA for Best Individual Pension Advice firm in the South East and Anglia in 2018. In 2021 Lonsdale Services won the Best Adviser firm for Vulnerable Client Care at the 2021 National Professional Adviser Awards.
In 2018 Steve competed in the Devizes to Westminster canoe challenge fundraising for the Alzheimer’s Society and Essex and Herts Air Ambulance Trust. In June 2018 Steve joined other colleagues on the Trek26 Alzheimer’s Yorkshire Three Peaks Challenge raising £3,457 for Alzheimer’s Society.
I could not fault Financial Adviser Steve Cook at all. His service was excellent and he did not baffle me. I would recommend your company to anyone in the future.”